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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,262 | $114,013+113.4% | $103,693+134.6% | $155,188+56.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 11.35% | 49.31%-38.0pp | 47.61%-36.3pp | 148.84%-137.5pp |
| Employer contribution / active EE | $24,266 | $3,131+675.0% | $2,920+730.9% | $4,248+471.3% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $4,377 | $8,407-47.9% | $7,858-44.3% | $14,480-69.8% |